Wealth Rescue Strategies, Inc.
Firm details
- Headquarters
- San Diego, California
- CRD number
- 146965
- Custodians
- THE STANDARD, ASSETMARK TRUST CO.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans89.23%
- HNWI7.28%
- Charitable Organizations2.55%
- Individuals0.94%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
Wealth Rescue Strategies, Inc. is structured as a corporation operating as an institutional registered investment adviser focused on serving institutional clients. The firm’s ADV lists pension consulting services among its advisory activities. Its stated fee arrangements combine a percentage-of-AUM component with fixed fees. The firm is not positioned as a capital allocator and does not identify as an active ESG investor; it is not presented as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- US Government Bonds10%
- State & Local Bonds5%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds2%
Contacts
1 of 1
Jennifer Rayner
PrincipalCRD 3015257
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 10089 Willow Creek Rd
- Time zone
- PT (UTC-8)
- Office locations
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